Michael Matzner

PUBLIC ADVISORS

Anhorage, KY

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CRD#: 6706170

Professional summary

Michael Matzner, who also goes by Michael Blackiston Matzner, is a registered financial advisor currently at PUBLIC ADVISORS LLC located in Anhorage, Kentucky and OPEN TO THE PUBLIC INVESTING, INC. located in New York, New York.

Michael is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2017. Michael has worked at 6 firms and has passed the Series 66, SIE and Series 7 exams.

Aliases

Michael Blackiston Matzner

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1.) Ebay. Non-Investment related. 4432 Blenheim Rd, Louisville KY 40207. Item seller. 01/01/2008. 5 hrs/month. Selling clothing and occasionally electronics on ebay, username: matzna85 2.) Rental Property. Non-Investment related. 4432 Blenheim Rd Louisville KY 40207. Owner. 06/01/2023. 0-20 hrs/month. Oversee rental property.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Matzner's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

July 27, 2026 - Present

PUBLIC ADVISORS LLC

RIA

CRD#: 318234

Anhorage, KY

Current

July 27, 2026 - Present

OPEN TO THE PUBLIC INVESTING, INC.

Office #1: 530 Broadway 4th Floor, New York, NY 10012

CRD#: 127818

NEW YORK, NY

Past

October 7, 2021 - August 5, 2026

ALLY INVEST ADVISORS

RIA

CRD#: 170301

Louisville, KY

Past

July 28, 2021 - August 5, 2026

ALLY INVEST SECURITIES LLC

CRD#: 136131

CHARLOTTE, NC

Past

February 16, 2018 - December 4, 2019

ADVANTAGE INVESTMENT MANAGEMENT

RIA

CRD#: 146493

LOUISVILLE, KY

Past

March 27, 2017 - November 21, 2019

SECURITIES SERVICE NETWORK, LLC

CRD#: 13318

LOUSIVILLE, KY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

PUBLIC ADVISORS LLC

OPEN TO THE PUBLIC ADVISORS | PUBLIC.COM | PUBLIC ADVISORS LLC. | PUBLIC ADVISORS LLC

CRD#: 318234 / SEC#: 801-123433

RIA

Registered Investment Advisory firm - (3/24/2022 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Alabama
(7/27/2026)

Alaska
(7/27/2026)

Arizona
(7/27/2026)

Arkansas
(7/27/2026)

California
(7/27/2026)

Colorado
(7/27/2026)

Connecticut
(7/27/2026)

Delaware
(7/27/2026)

District of Columbia
(7/27/2026)

Florida
(7/27/2026)

Georgia
(7/27/2026)

Hawaii
(7/27/2026)

Idaho
(7/27/2026)

Illinois
(7/27/2026)

Indiana
(7/27/2026)

Iowa
(7/27/2026)

Kansas
(7/27/2026)

Kentucky
(7/27/2026)

IAR

Kentucky
(7/27/2026)

Louisiana
(7/27/2026)

Maine
(7/27/2026)

Maryland
(7/27/2026)

Massachusetts
(7/27/2026)

Michigan
(7/27/2026)

Minnesota
(7/27/2026)

Mississippi
(7/27/2026)

Missouri
(7/27/2026)

Montana
(7/27/2026)

Nebraska
(7/27/2026)

Nevada
(7/27/2026)

New Hampshire
(7/27/2026)

New Jersey
(7/27/2026)

New Mexico
(7/27/2026)

New York
(7/27/2026)

IAR

New York
(7/28/2026)

North Carolina
(7/27/2026)

North Dakota
(7/27/2026)

Ohio
(7/27/2026)

Oklahoma
(7/27/2026)

Oregon
(7/27/2026)

Pennsylvania
(7/27/2026)

Puerto Rico
(7/27/2026)

Rhode Island
(7/27/2026)

South Carolina
(7/27/2026)

South Dakota
(7/27/2026)

Tennessee
(7/27/2026)

Texas
(7/27/2026)

Utah
(7/27/2026)

Vermont
(7/27/2026)

Virgin Islands
(7/27/2026)

Virginia
(7/27/2026)

Washington
(7/27/2026)

West Virginia
(7/27/2026)

Wisconsin
(7/27/2026)

Wyoming
(7/27/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 9/8/2017

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 3/27/2017

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

PUBLIC ADVISORS LLC

OPEN TO THE PUBLIC ADVISORS | PUBLIC.COM | PUBLIC ADVISORS LLC. | PUBLIC ADVISORS LLC

CRD#: 318234 / SEC#: 801-123433

RIA

Registered Investment Advisory firm - (3/24/2022 Approved)

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Contact information

Main Address

530 Broadway 4th Floor, New York, NY 10012

Mailing Address

Phone number

(212) 401-6946

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (53 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A- PUBLIC ADVISORS LLC. (12/9/2025)

Regulatory assets under management

Total Number of Accounts	1,429
AUM (Assets Under Management)	$ 8,812,622

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Michael Matzner

Professional summary

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Matzner's CRS (Customer Relationship Summary).

Certified licenses

Experience

OPEN TO THE PUBLIC INVESTING, INC.

ALLY INVEST ADVISORS

ALLY INVEST SECURITIES LLC

ADVANTAGE INVESTMENT MANAGEMENT

SECURITIES SERVICE NETWORK, LLC

Primary Firm SEC Registration

PUBLIC ADVISORS LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 9/8/2017

SIE

Date: 10/1/2018

Series 7

Date: 3/27/2017

FINRA

Current Firm

PUBLIC ADVISORS LLC

Contact information

SEC notice filing (53 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

PUBLIC ADVISORS LLC

TRUST BUT VERIFY

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